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VRA Letter: Why We Own Precious Metals, Miners and Energy. Semis Still Leading. Buy Tesla, VRA 10-Bagger.

Good Tuesday morning. We kicked off Q2 trading yesterday with a shift in investor sentiment, as oil and gold continue to power higher on geopolitical tensions following the Israeli attack on the Iranian consulate in Syria. This mo ...

Posted On April 02, 20245 MIN Read
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Good Tuesday morning. We kicked off Q2 trading yesterday with a shift in investor sentiment, as oil and gold continue to power higher on geopolitical tensions following the Israeli attack on the Iranian consulate in Syria. This morning Iran vowed revenge for the attacks. Dow futures are lower by 300 points to start the day. 

Golds surge to ATH’s continues again this AM; last trade; $2275/oz, up $18/oz. Gold has just put in its best two-quarter stretch in more than 8 years, with gains in 5 straight months. Since early 2022, gold has put up gains of 20% compared to a 14% rise in the S&P 500. Yes, gold is outperforming the S&P 500. As a reminder, central banks have just had back to back years of ATH in gold purchases…we expect 2024 to make it 3 straight. The really smart money loves gold. 

As gold surges higher….our minimum target for the year is $2400 with upside to $3000+…it’s the miners that continue to lead the yellow metal higher. 

I first recommended gold &a...

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